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Written by: Danielle Farley | Hargreaves Lansdown Active vs passive investing doesn't have to be an either-or choice. Find out how combining active and index funds can help diversify a portfolio. Should you be active investing or index investing? In reality, the two can work well together. Both approaches have different strengths and can be used in different ways depending on what you're trying to achieve. This article isn’t personal advice.

The Distance Between the Business You Want and the Practice You Can Actually Deliver To book a no-cost, no-obligation appointment with Jeff to discuss this or any practice management issue, click https://calendly.com/jeffthorsteinson/30-minute-q-a-explore-apm At 4:18 on a Thursday afternoon, Daniel learned that one of his best clients had been waiting three weeks for something he believed had already been handled. The client was not angry. That made it worse. She was careful, almost apologetic.

You won the seat. Now be careful who you let sit next to you. From the Exit Planning Institute’s 2023 National State of Owner Readiness Report: In 2013 the Certified Public Accountant (CPA) was the clear frontrunner. However, in 2023 there has been a significant swing, Financial Advisors are the most trusted advisor. Ten years ago you weren’t in the top three. Check the 2013 rankings. Accountant. Peer group. Spouse. Attorney. Then financial advisors, at number five. Fifth. Behind the spouse.

Written by: Marko Kais, CFA | AGF Investments Artificial intelligence (AI) has been the dominant theme in equity markets throughout 2026. Investors have largely focused on the hyper-scalers and their enormous investments in AI infrastructure. Yet large-cap technology is only part of the story as AI is reshaping industries across sectors. This edition of AI in focus puts banks in the spotlight.

Written by: Christopher Gannatti, CFA Japan’s exit from deflation is accelerating governance reform, buybacks and shareholder returns, creating a strong backdrop for the WisdomTree Japan Opportunities Fund (OPPJ). AI infrastructure, defense spending and industrial renewal are positioning Japan’s economy for multi-year growth, giving OPPJ differentiated exposure to structural capex trends.

The qualities that make you a good Advisor may not be the qualities that make you different. There is a question every Advisor faces, and it may be the toughest and most important question we will ever have to answer. Every Advisor knows this is an important question, and every Advisor wants to give a compelling answer. They want to distinguish themselves. So what do we say? I care deeply about my clients. I’m a good listener. I take a personalized approach.

“Investing Myths Dismantled” is chapter 4 of a 5-part series examining the narratives around “investing for the long run.” Chapter 3 of this series, linked above, ended with a simple question. If the math so plainly says avoid big losses, respect valuations, and mind your timing, why does so much of the industry preach the opposite?

Thinking Outside the Tribe: How the Mind frees us from the fear of standing alone What camp do you reside in? Republican? Democrat? Lindsay Clancy sympathizer? Luigi Mangione apologist? You see, the world is vast, and it can feel lonely and even dangerous. There is a reason why, throughout history, humans have gravitated toward groups, into tribes. Tribalism has been a security blanket for the individual.

September Market Weakness: The Setup Has Teeth Market Brief & Technical Review From Lance’s Desk: AI Bears: Right About The Excess, May Be Wrong On The Trade – RIA Market stats, screens, and risk indicators This was a decently boring week that ended just about where it began. The S&P 500 closed Friday at 7,718.60, up a rounding-error 0.1% for the week; however, that flat headline hid a decently bumpy five sessions.

From a financial planning perspective, there is nothing magical that happens once an individual or couple breaches the $1,000,000 mark with respect to their gross income. There is no special million-dollar tax bracket, nor does the IRS suddenly hand you a different rulebook once the first seven-figure W-2 arrives. In fact, by the time someone earns $1 million in one calendar year, they have already crossed most of the income thresholds that materially affect their taxes.